Raul Palma

Raul began his career in financial services in 2001 and joined Mercer Advisors in 2025. In his current role, he collaborates closely with prospective clients to understand their financial goals and challenges, illustrating how Mercer Advisors can support their financial success. Raul takes pride in connecting individuals and families with the right advisor and resources to support their long-term goals.

Before joining Mercer Advisors, Raul spent 19 years at Charles Schwab, where he primarily served as a senior financial consultant, helping families navigate complex wealth management needs. In his final three years, he served as a director, contributing to the expansion of Schwab’s wealth management services across the Los Angeles area.

Raul is a CERTIFIED FINANCIAL PLANNER® Professional and holds a Bachelor of Science in Information Systems from Westwood College of Technology.

Raul resides in Thousand Oaks, California, with his wife and daughter. Outside of work, he enjoys mountain biking, traveling, and spending quality time with his family.